Notes from the finance back office

It is delegating defined finance functions — bookkeeping, payroll, AP/AR, reporting — to an external team working inside your own accounting software. You keep the ledger, the data and the decisions; the processing and reporting work is done for you on an agreed calendar.

We quote a fixed monthly fee based on transaction volume, entity count and software. Clients can save up to 55% compared with an equivalent in-house hire*. There is no setup fee, and we provide a free two-week pilot.

No. Work happens in your file under named user access, with a weekly status report and a monthly close by an agreed date. You approve the scope, see every reconciliation trail, and can revoke access at any time.

Client data is kept in client-approved cloud systems or on our secured, access-controlled internal servers, depending on the agreed workflow. The team works inside your cloud software under named, role-based access. NDAs, secure document channels and staff confidentiality agreements are standard, and the NDA is signed before any pilot work begins.

Xero, MYOB, QuickBooks Online, Oracle, plus for document capture. We work inside your existing file — no migration is required to start.

About a week for a typical client: a 20-minute discovery call, then a free two-week pilot on real data. The pilot doubles as onboarding, so the process is documented by the time you approve a fee.

Both. A large share of our work is white-label overflow capacity for accounting practices — your templates, your file naming and your branding, so your clients see only your firm.

There is no lock-in. Give 30 days' notice and you get a structured handover: reconciled ledgers, documented processes and access transferred back to your team.